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Every request in your company with a path, a deadline and an owner

Describe the process and Tali builds the flow. From then on it runs by itself: rules move, chase and notify, AI reads and classifies where needed, and people step in only to decide.

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Expense reimbursement

Request history

  1. 09:12 Request opened through the form
  2. 09:12 AI read the receipt: meals, R$ 284.90
  3. 09:13 Under the limit: approved by rule
  4. 09:13 Payable created in Finance

Where operations get stuck today

  • Requests vanish in email

    Someone asked, someone approved in their head, nobody did it.

  • The process depends on one person

    If they're out, the flow stops. If they leave, nobody knows where to start.

  • Nobody knows where things stand

    "Was it approved?", "Who has it?" The question costs everyone time.

  • Deadlines expire quietly

    The SLA ran out, the manager wasn't told and the customer got no answer.

Four ways to automate, on the same engine

Use whichever fits the work. All of them log what they did and act in any system on the platform.

Process boards

Each request becomes a card moving through stages with a form, an owner and a deadline. Requesters follow along, responders work the queue.

  • Start, in-progress, approval and done stages
  • 21 field types, with fields that show up by condition
  • Approval by the requester's manager or by amount
  • Per-stage SLA, public form and a link for outsiders

Automations

An automation combines a trigger, a condition and an action. Testing shows the effect before it goes live.

  • Triggered by card, field, stage, overdue SLA, schedule or platform event
  • Combined conditions, including AI classification, with optional delay
  • Move, assign, fill in, notify, call a webhook, request a signature
  • Run any operation on the platform

Drawn flows

Draw the path in blocks: what triggers it, what decides, who approves, what happens on each branch.

  • If/else, paths by value, wait for a time or an event
  • A person's decision with reminders, handoff to a board
  • Call another flow, loop over each item, go back a step
  • Dry run without executing anything, versioned publishing

Events and webhooks

Over 200 business events trigger processes: onboarding completed, payroll approved, installment overdue. And other systems can trigger yours.

  • Events from about 35 systems, searchable in plain words
  • Signed webhooks with automatic retries
  • Inbound address for other systems to start flows
  • Sensitive data never leaves in an event

From zero to a running process, the same day

Three ways to start. All end up in the same place: a process you can adjust whenever you want.

  1. 1

    Describe it to Tali

    Explain the process in plain language. Tali proposes stages, fields and rules, you confirm once and the board is ready.

  2. 2

    Install a template

    70 templates across 14 sectors, from purchase requests to end of probation. A wizard installs it and you adapt it.

    Sectors with ready-made templates

    • People management
    • HR operations
    • Recruiting and selection
    • Training and development
    • Finance
    • Purchasing and supply
    • Sales
    • Marketing
    • Technology
    • Legal
    • Administration and facilities
    • Quality and operations
    • Workplace safety
    • Leadership and management
  3. 3

    Draw it your way

    Build the board by dragging stages or draw the flow in blocks. No code, with a test before publishing.

AI inside the process, at the right step

Most of the process runs on rules. On some steps, AI gets the work done ahead of time. What it proposes is checked and, when it isn't sure, goes to a person.

  • Read

    An attached receipt, contract or spreadsheet becomes filled-in fields.

  • Classify

    The request goes to the right stage, queue or person based on its content.

  • Write

    A letter, a summary or a reply written for whoever receives it.

  • Decide

    The case rules don't cover gets a suggestion, with a way out when there's no certainty.

An onboarding with three agents

Rule AI Person

AI proposes. Rules check. People decide what only they can decide.

The accuracy of every AI step is measured and tracked.

  1. Intake AI

    One agent reads the documents sent and fills in the record.

  2. Checks Rule

    Rules validate ID numbers, dates and the role's salary band.

  3. Review AI

    Another agent summarizes the profile for the manager to decide.

  4. Approval Person

    The manager approves in the decision inbox.

  5. Wrap-up AI

    A third agent writes the letter; the automation requests the signature.

Everything that runs, in plain sight

Automation nobody can see breeds distrust. Here every step leaves a trail.

  • Card history

    Who changed what, when, and which automation acted.

  • Runs on the drawing

    Each run shows on the flow itself, step by step, with what was sent and received.

  • Decision inbox

    Everything waiting for approval, from any process, in one place.

  • My requests

    Requesters see which stage their request is in without asking anyone.

  • Deadlines watched

    Cards close to the deadline get an alert; overdue ones are flagged and can trigger an automation.

  • Permissions and privacy

    Boards open to everyone or restricted to those involved, shared by person, department or sector.

Where companies start

HR
Onboarding, vacation, digital admission and personal documents.
Purchasing
Request, quotes, approval by limit, order and receipt.
Finance
Reimbursement with the receipt read by AI and a payable created.
Legal
Contracts with an approval flow and signature collection.
IT
Access for people joining and leaving, with a checklist per system.
Sales
Quote requests through a public form, no login.
Compliance
Versioned policies, acknowledgment collected and review deadlines.

Processes touch the whole platform

The systems closest to everyday process work.

Questions about processes and automation

Do I need to know how to code?
No. Boards and flows are visual. To go faster, describe the process to Tali or install a template and adjust it.
Do I need AI to automate?
No. Triggers, conditions, approvals and actions run on rules. AI is one kind of step, used where there's a document to read, text to understand or an ambiguous case to decide.
Can people outside the company take part?
Yes. Each process can have a public form, and each stage can have a link for an outsider to respond, with no login.
How do deadlines work?
You set the SLA per stage. Cards close to the deadline get an alert, and overdue cards are flagged on the board and can trigger an automation.
Does TAI talk to other systems?
Yes. Automations call other systems by webhook, other systems start flows through the inbound address, and there's an API for deeper integrations. Your own AI agent connects through the MCP server.

Bring a process that lives in email today

In 30 minutes Tali builds that process live, with your structure and one AI step.

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